JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
79 hedge funds and large institutions have $1.97B invested in JPMorgan BetaBuilders US Aggregate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
30% more capital invested
Capital invested by funds: $1.51B → $1.97B (+$458M)
7% more funds holding
Funds holding: 74 → 79 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
9.28% less ownership
Funds ownership: 97.96% → 88.69% (-9.3%)
13% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$289M |
| 2 |
Jane Street
New York
|
+$200M |
| 3 |
IHWM
Iron Horse Wealth Management
Johston,
Iowa
|
+$16.5M |
| 4 |
Morgan Stanley
New York
|
+$11.1M |
| 5 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$6.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$26.3M |
| 2 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$15.2M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$6.67M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.34M |
| 5 |
WEG
World Equity Group
Schaumburg,
Illinois
|
-$5.15M |
BBAG Hedge Fund Activity: Q2 2023 in Review
79 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) for Q2 2023, worth a combined $1.97B — up 30% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BBAG positions and 8 closed out — a net gain of 5 holders — while 28 added to existing stakes and 32 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $289M. The largest seller was Bank of America, cutting an estimated $26.3M.
- 79 institutional investors held JPMorgan BetaBuilders US Aggregate Bond ETF (BBAG) as of Q2 2023, up from 74 in Q1 2023.
- Funds reported $1.97B of JPMorgan BetaBuilders US Aggregate Bond ETF stock for Q2 2023, up 30% quarter-over-quarter.
- 13 funds opened new JPMorgan BetaBuilders US Aggregate Bond ETF positions in Q2 2023 and 8 closed out, a net change of +5 holders.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $289M added.
- The largest JPMorgan BetaBuilders US Aggregate Bond ETF seller in Q2 2023 was Bank of America, an estimated $26.3M sold.
Based on aggregated 13F filings for Q2 2023.